Job summary Finance Manager Thank you for your interest in joining the team at Hamble Valley Health. The Practice is committed to delivering high quality patient care which requires us to have a supportive and cohesive team. Our current Finance Manager retires from the Practice in May, and we are looking for someone to work full time (37.5 hours) across 5 days. Ideally the post holder would start before the retirement to allow a robust handover. The salary will be commensurate with experience. We are ideally looking for someone with experience in Finance in Primary Care, but we would consider an aligned role, or someone with significant finance, pension and payroll experience outside of the NHS. If you are looking for a new role, we very much look forward to receiving your application. The Partners Hamble Valley Health Main duties of the job Main Duties Month End Reporting To ensure all transaction processing is accurate, complete and timely - raising journals and accruals/prepayments/provisions as appropriate. Oversee completion of monthly management accounts in line with deadlines Review/calculation of monthly income recognition ensuring accuracy of deferring or accruing income as necessary. Assisting team with production of monthly management accounts. Reviewing overheads against budgets/forecasts. Reviewing salary costs against budgets/forecasts. Conducting balance sheet reviews and preparing balance sheet reconciliations. About us Blackthorn Health Centre and Hedge End Medical Centre have merged and are now known as Hamble Valley Health. We have three sites: Blackthorn Health Centre in Hamble, Hedge End Medical Centre, and the ESP Primary Care Hub at the Lowford Centre. Our list size is over 37000, and our patients are mainly concentrated in Hamble, Bursledon, Hedge End and Botley. Our aim is to provide high quality, accessible medical care to our patients, whilst maintaining a supportive and pleasant working environment for clinicians and staff. We are part of Hampshire and Isle of Wight ICB, and offer General Medical Services to our patients. We are a training practice, and take registrar doctors. The practice has eight Partners. The current Partnership team is Dr Tomson, Dr Harris, Dr Cropley, Dr Graham, Dr Sonpal, Dr Shahsavanpour, Dr Yates and Dr McKenzie. We employ sixteen salaried GPs, an ACP team of seven, three Visiting Paramedics, a Nursing team of fifteen, and a reception/admin team of seventy. The practice uses Emis as a clinical system. We are paper light, so scan all incoming correspondence onto patients medical records. Date posted 31 January 2025 Pay scheme Other Salary Depending on experience Contract Permanent Working pattern Full-time, Flexible working Reference number A0872-25-0000 Job locations Blackthorn Health Centre Satchell Lane Hamble Southampton SO31 4NQ Job description Job responsibilities Correctly accounting for fixed assets. Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons. Assisting the Senior Practice Manager in producing the month end reporting pack for the Board of Directors Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads Budgeting & Forecasting Produce a detailed budget on an annual basis. Working with budget holders for the PCN within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis. Maintaining a working/live P&L forecasting model for each PCN practice which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis. Providing input into the monthly cashflow forecasting exercise for the PCN within the post holders remit Maintaining a staff model for the PCN to ensure accurate staff cost forecasts Maintaining records such as customers, asset registers, risk registers, chart of accounts. Relationships Assist with requests for evidence from external auditors. Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required. To work effectively as part of a team. Communicate clearly and in a manner consistent with the individuals level of understanding. Other duties Assisting with the year end audit process Finance support for tenders, including completion of models Input in to the production of business cases and business development. Financial modelling. Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors Monthly review of debtor balances and recovery of aged debts. Supporting and developing junior members of the team, reviewing work as appropriate This Job Description will be reviewed periodically and may be amended according to the requirement of health care policies and job requirements. It is intended as a guide to the range of duties covered and should not be regarded as an inflexible specification and is not intended to be exhaustive. Job description Job responsibilities Correctly accounting for fixed assets. Conduct variance analysis against budgets, forecasts & prior year information and then providing commentary to explain reasons. Assisting the Senior Practice Manager in producing the month end reporting pack for the Board of Directors Assisting/reviewing contract/site level reporting packs for budget holders, regional managers and divisional leads Budgeting & Forecasting Produce a detailed budget on an annual basis. Working with budget holders for the PCN within the post holders remit in order to produce a detailed (budget) reforecast at the half-way stage on an annual basis. Maintaining a working/live P&L forecasting model for each PCN practice which is constantly updated to reflect new information as it becomes known and also to reflect actual costs as these are produced on a monthly basis. Providing input into the monthly cashflow forecasting exercise for the PCN within the post holders remit Maintaining a staff model for the PCN to ensure accurate staff cost forecasts Maintaining records such as customers, asset registers, risk registers, chart of accounts. Relationships Assist with requests for evidence from external auditors. Liaise with internal and external stakeholders including NHS Pension Authority and NHS Property Services Work unsupervised when necessary whilst recognising the need to refer to others for support/guidance when required. To work effectively as part of a team. Communicate clearly and in a manner consistent with the individuals level of understanding. Other duties Assisting with the year end audit process Finance support for tenders, including completion of models Input in to the production of business cases and business development. Financial modelling. Producing ad-hoc reports and dealing with requests from the Senior Management Team & Board of Directors Monthly review of debtor balances and recovery of aged debts. Supporting and developing junior members of the team, reviewing work as appropriate This Job Description will be reviewed periodically and may be amended according to the requirement of health care policies and job requirements. It is intended as a guide to the range of duties covered and should not be regarded as an inflexible specification and is not intended to be exhaustive. Person Specification Aptitudes and skills required Essential Flexible and proactive approach to work. Can do attitude. Team player. Calm and friendly personality. High energy levels and commitment. Approach challenges in an open, constructive, professional manner. Ethical and honest. Professional demeanour. Discreet and confidential. Innovative and proactive with a solution orientated approach. Organised, methodical and disciplined. Demonstrable ability to maintain accuracy at all times. Able to communicate in a professional manner both verbal and written. Able to manage high volume workload and respond effectively to changing priorities without direct supervision. Develop strong working relationships with internal and external stakeholders. Excellent time management skills. Ability to maintain clear focus under pressure. Solid computer literacy and a high level of proficiency with Microsoft Excel and Word. Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions. Logical and systematic in work processes. Skills for manipulating information. Demonstrates clear problem-solving capabilities in pressurised situations. Good analytical ability. Desirable Willingness to learn and develop. Prepared to undertake further studies to obtain accountancy qualifications. Skills for manipulating information. Computer literate with an advanced working knowledge of Microsoft Excel and Word. Ability to provide training, performance coaching and feedback to staff. Experience Essential Knowledge of IT applications particularly Microsoft Office packages Experience of management accounts and budget preparation Knowledge of Accounting Standards Experience of costing/pricing, variance analysis, financial reporting and forecasting. Evidence of sound communication skills with non-financial managers on financial issues Experience of calculating contract tenders and bids Experience of presenting information in numerous formats Experience of financial modelling Experience of day-to-day interaction with Budget holders Experience of working within a finance team within a busy office environment. Desirable Experience of working in EMIS Experience of searches in EMIS Experience of CQRS Experience with NHS Pensions Experience of PCSE In depth knowledge of NHS finances Experience of using Quickbooks Experience of working with an accountant Qualifications Essential 5 GCSEs at Grade A to C or equivalent including Maths and English. Desirable CCAB diploma level qualification or equivalent Evidence of continued professional development Educated to degree level AAT qualified CCAB qualified accountant Person Specification Aptitudes and skills required Essential Flexible and proactive approach to work. Can do attitude. Team player. Calm and friendly personality. High energy levels and commitment. Approach challenges in an open, constructive, professional manner. Ethical and honest. Professional demeanour. Discreet and confidential. Innovative and proactive with a solution orientated approach. Organised, methodical and disciplined. Demonstrable ability to maintain accuracy at all times. Able to communicate in a professional manner both verbal and written. Able to manage high volume workload and respond effectively to changing priorities without direct supervision. Develop strong working relationships with internal and external stakeholders. Excellent time management skills. Ability to maintain clear focus under pressure. Solid computer literacy and a high level of proficiency with Microsoft Excel and Word. Able to work in a busy office environment that often demands high levels of concentration, while coping with frequent interruptions. Logical and systematic in work processes. Skills for manipulating information. Demonstrates clear problem-solving capabilities in pressurised situations. Good analytical ability. Desirable Willingness to learn and develop. Prepared to undertake further studies to obtain accountancy qualifications. Skills for manipulating information. Computer literate with an advanced working knowledge of Microsoft Excel and Word. Ability to provide training, performance coaching and feedback to staff. Experience Essential Knowledge of IT applications particularly Microsoft Office packages Experience of management accounts and budget preparation Knowledge of Accounting Standards Experience of costing/pricing, variance analysis, financial reporting and forecasting. Evidence of sound communication skills with non-financial managers on financial issues Experience of calculating contract tenders and bids Experience of presenting information in numerous formats Experience of financial modelling Experience of day-to-day interaction with Budget holders Experience of working within a finance team within a busy office environment. Desirable Experience of working in EMIS Experience of searches in EMIS Experience of CQRS Experience with NHS Pensions Experience of PCSE In depth knowledge of NHS finances Experience of using Quickbooks Experience of working with an accountant Qualifications Essential 5 GCSEs at Grade A to C or equivalent including Maths and English. Desirable CCAB diploma level qualification or equivalent Evidence of continued professional development Educated to degree level AAT qualified CCAB qualified accountant Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. Employer details Employer name Hedge End Medical Centre Address Blackthorn Health Centre Satchell Lane Hamble Southampton SO31 4NQ Employer's website https://www.hedgeendmedicalcentre.co.uk/ (Opens in a new tab)